Apexium Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
7,783
+52
| +0.7% | +$7.04K | 0.06% | 123 |
|
|
2025
Q1 | $942K | Buy |
7,731
+17
| +0.2% | +$2.07K | 0.06% | 125 |
|
|
2024
Q4 | $994K | Hold |
7,714
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $973K | Buy |
7,714
+26
| +0.3% | +$3.28K | 0.06% | 100 |
|
|
2024
Q2 | $917K | Hold |
7,688
| – | – | 0.07% | 96 |
|
|
2024
Q1 | $884K | Hold |
7,688
| – | – | 0.07% | 104 |
|
|
2023
Q4 | $807K | Sell |
7,688
-1,363
| -15% | -$143K | 0.06% | 140 |
|
|
2023
Q3 | $850K | Hold |
9,051
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $882K | Sell |
9,051
-621
| -6% | -$60.5K | 0.08% | 93 |
|
|
2023
Q1 | $875K | Sell |
9,672
-596
| -6% | -$53.9K | 0.09% | 94 |
|
|
2022
Q4 | $870K | Sell |
10,268
-39,419
| -79% | -$3.34M | 0.09% | 92 |
|
|
2022
Q3 | $3.95M | Buy |
+49,687
| New | +$3.95M | 0.49% | 28 |
|